Trimaran Capital
RIAState Registered
Total AUM
$71.9M
Discretionary
$71.6M
100% of AUM
Avg account
$395K
Accounts
182
Employees
2
Advisory reps
2
Firm details
- Headquarters
- Savannah, Georgia
- CRD number
- 169022
- Website
- www.trimarancapital.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.52%
- Individuals17.98%
- Charitable Organizations0.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Trimaran Capital is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves both individual and institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Fee arrangements include both percentage-of-AUM and fixed-fee structures. FINTRX flags the firm as not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities33%
- US Government Bonds6%
- Other6%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
Savannah, GA
Chatham
Location
Savannah, GA
Headquartered in Savannah, GA, anchoring the Savannah-Hinesville-Statesboro, GA metro in the South.
- Metro area
- Savannah-Hinesville-Statesboro, GA
- Region
- South
- County
- Chatham
- Address
- 200 Blue Fin Cir
- Time zone
- ET (UTC-5)
- Office locations
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